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Description

Work papers: nobody brags about them at the Christmas party, yet they're the difference between "we think this is right" and "we can prove it". Aly joins Amy and Will to unpack why they matter in Australian public practice, what CA ANZ, CPA Australia and the TPB actually expect.

Then the honest bit. If clients barely glance at the pack, how much time is too much? Aly's middle ground is to treat work papers as both a risk reduction tool and a communication tool, scale the depth to materiality and client risk, and build a consistent workflow so managers can review quickly and partners can stay on the big picture. 

And because it's the tech edition, we run through the options: Xero Workpapers (classic and the newer BGL powered direction), Business Fitness Active, AccountKit and the wider ecosystem. We look at how AI can add an analytical QA layer over a structured work paper process, plus the things that aren't up for debate: cybersecurity, Privacy Act principles, and client consent before any data goes near a generative AI tool.

Want cleaner files, quicker reviews and fewer "why on earth did we do that?" moments years later? Hit play, subscribe, send it to an accounting mate, and leave us a review.

AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS

Practice Protect | Protect your clients’ data and put your security on autopilot with our all-in-one, managed-for-you platform.

Tax Fitness | Tax planning and top 20% benchmarking software for accounting practices. Turn compliance meetings into paid advisory.

Spotlight Reporting | Reporting, Forecasting, Consolidation & ESG, all in one place. It is visually engaging in-depth analysis, perfect for accounting firms to deliver advisory services and businesses to improve their decision making.

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MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
Dav...